Microsoft ships seven of its own models, an always-on agent named Scout, and an OS-level sandbox for agentic code. Nous Research counters with Hermes Desktop. Nvidia buys Kumo for $400M+. The platforms just decided agents are a runtime, not an app.
Anthropic and OpenAI just spent more than $5 billion in ten days to get into Palantir's business. Here is what that does to your AI procurement playbook.
Microsoft kills Claude Code. Uber's COO can't justify the spend. One enterprise burned $500M on Claude in 30 days. The cost-versus-quality conversation flipped direction this week.
Anthropic interviewed 81,000 Claude users across 159 countries. Hope and fear live in the same person. Here is what that means for anyone rolling AI out to a workforce.
